Free Toolkits
Interactive planners, checklists, and comparison tools. No signup, no paywall. Your progress saves automatically.
The Home Buying Playbook
Pre-approval checklist, true cost spreadsheet, negotiation email scripts, closing timeline tracker
- Pre-approval readiness checklist
- True cost comparison spreadsheet
- Negotiation email scripts (5 templates)
- +2 more
The Wedding Money Kit
Master budget template, vendor comparison spreadsheet, payment timeline tracker, negotiation scripts, emergency buffer calculator
- Master budget template with 15+ categories
- Vendor comparison matrix
- Payment timeline tracker
- +2 more
The Baby Year One Financial Kit
Complete cost breakdown by month, insurance optimization checklist, parental leave planner, 529 starter guide, budget adjustment template
- Month-by-month cost tracker
- Insurance optimization checklist
- Parental leave financial planner
- +2 more
The Car Buying Cheat Sheet
Negotiation scripts, dealer markup decoder, total cost spreadsheet, trade-in value research guide
- Dealer negotiation scripts
- Markup decoder guide
- Total cost of ownership spreadsheet
- +1 more
The College Decision Kit
ROI research template by major, 529 comparison spreadsheet, financial aid appeal letter templates, scholarship search tracker
- Degree ROI research template
- 529 plan comparison matrix
- Financial aid appeal letters (3 templates)
- +1 more
The Salary Negotiation Kit
Market rate research template, counter-offer email scripts, total comp comparison spreadsheet, negotiation call framework
- Market rate research template
- Counter-offer email scripts (5 templates)
- Total compensation comparison sheet
- +1 more
The Budget Audit Kit
Spending tracker template, category benchmarks, savings rate calculator, debt payoff visual tracker
- Monthly spending tracker
- Category benchmark comparisons
- Savings rate calculator
- +1 more
Retirement Masterclass
Custom modeling spreadsheet + Social Security optimizer + healthcare cost planner
- Custom retirement modeling spreadsheet
- Social Security claiming optimizer
- Healthcare cost projection tool
- +2 more